The Tech Strategy Podcast
A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Best practices and lessons in important digital concepts.
Lots more information available at Jefftowson.com and techmoatconsulting.com
To marketers, I do not have podcast guests.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
Episodes
275 episodes
Meituan's LongCat Has Just Made China AI Independent (288)
This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone.You can listen to this podcast
5 Steps to Get Started in Agentic Commerce (287)
This week’s podcast is about the emergence of agentic commerce. This is a big change to traditional omnichannel.Plus, there is a bit more of a rant about the recent Anthropic and OpenAI ban. My prediction is the future of AI outside of t...
Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)
This week’s podcast is about my recent visit to the CATL headquarters in Ningde, Fujian.Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now:Open source, d...
What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285)
This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech strategy.You can listen to this podcast
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.You can listen to this podcast
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)
This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple.You can listen to this podcast
How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283)
This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event.You can listen to this podcast
My 5 Takeaways from Mobile World Congress 2026 (278)
This week’s podcast is about Mobile World Congress 2026. And my main takeaways. Thanks to Huawei for covering my travel and hotel to attend this event. My opinions and experiences shared here are my own.You can listen to this podcast
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
This week’s podcast is about Huawei's new GT Runner 2 smartwatch. And their other new consumer products. These have some good strategy lessons for smart devices.You can listen to this podcast
My Explanation of Tencent's Big, Revamped Push in AI and Agents (284)
This week’s podcast is about Tencent's revamped approach to AI and agents.You can listen to this podcast he...
What Matters in China Tech Right Now (282)
This week’s podcast is about 5 big, recent events in China tech.You can listen to this podcast here, which has the slides and gr...
2 Problems with Scaling Agentic AI (281)
This week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems.You can listen to this podcast
The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
This week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher.You can listen to this podcast
Moats and Marathons: Chapter 1 - Introduction (279)
This week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books.You can listen to this podcast here...
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
This week’s podcast is about the big release of Seedance 2.0 by Bytedance.You can listen to this podcast
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Alibaba's 8 Big AI Apps (275)
This week’s podcast is my watch list for what Alibaba is doing in AI Apps.You can listen to this podcast here, which has the slides and graphi...
How I Think About Digital Moats (274)
This week’s podcast is a summary of my approach to moats in digital businesses.You can listen to this podcast here, which has the sli...
7 Take-Aways from My Visit to Alibaba (273)
This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba.You can listen to this podcast here, which has the slid...
My 4 Step GenAI Strategy (272)
This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles.You can listen to this podcast here, which has the s...
7 Tech Predictions for 2026 (271)
This week’s podcast has my predictions for 2026.You can listen to this podcast here, which has the slides and graphics mentioned. Also av...
Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270)
This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism.You can listen to this podcast
What is the Cost of Maintaining the Correctness of a GenAI Service? (268)
This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing.You can listen to this podcast
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.You can listen to this podcast here, which has t...
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)
This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce.You can listen to this podcast
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.You can listen to this podcast
